We are recruiting an experienced and highly self-sufficient CRM and Lifecycle Marketing Manager on behalf of a fast-growing, proprietary B2B financial services firm. Must have expert level Hubspot experience.
- Compensation: $105,000 – $115,000 Base Salary + Initial Implementation Bonus + Performance Bonuses offered
- Role Type: Full-Time / Hands-On Department Lead
This individual will take full ownership of our client’s marketing automation, account reactivation, and backend campaign systems.
The focus of this role is entirely on improving internal follow-up efforts and client engagement through sophisticated reach strategies, optimized communication timing, and long-term relationship building. This is not a top-of-funnel lead generation role. The client already possesses high inbound volume and a massive database of active and dormant accounts. We need a hands-on systems operator who can organize, segment, track, and reactivate these high-value opportunities.
The ideal candidate functions as a technical CRM power-user and marketing systems architect. You must be able to independently build, optimize, and manage a full lifecycle marketing engine without relying heavily on outside support.
Compensation: Base Salary + Initial Implementation Bonus + Performance Bonuses
Core Focus & Expectations:
- Optimizing reach and follow-up on existing/dormant accounts
- Lifecycle campaigns based on behavior, transaction history, and intent
- Building automated, perfectly timed communication triggers
- Creating high-yield reactivation and retention strategies
- Blindly generating raw lead volume
- Tracking vanity marketing metrics
- Traditional "brand manager" or creative marketing
- Top-of-funnel acquisition without conversion strategy
Role Expectations
This individual will serve as the CRM, lifecycle marketing, and backend systems lead for the organization. You will be expected to:
- Operate with high autonomy, owning execution from strategy through technical implementation.
- Focus heavily on CRM structure, advanced automation, segmentation, and backend data integrity.
- Collaborate cross-functionally with leadership, sales, operations, and IT while maintaining independent momentum.
- Understand both the marketing and operational impacts of database management in a fast-paced environment.
Key Responsibilities
- Build and manage highly targeted campaigns for both active and dormant accounts to successfully re-engage and pull them back through the sales pipeline.
- Segment the database based on account behavior, historical lifecycle stages (e.g., funding/repayment status, renewal eligibility), explicit intent, and client data.
- Assign campaign tracking IDs, reference numbers, and unique links; build custom tracking systems to ensure bulletproof attribution and reporting.
- Fully manage HubSpot workflows, automation sequences, lead scoring, and pipeline architecture.
- Build dashboards and reporting structures tied directly to ROI, conversion performance, and pipeline velocity.
- Oversee live chat, web engagement opportunities, budget allocation for retention campaigns, and overall lead flow optimization.
Technology & Systems Ownership
Candidates must possess deep, hands-on experience independently building and maintaining the following infrastructure:
- CRM: HubSpot (Advanced workflow, sequence, and pipeline management)
- Productivity: Gmail / Google Workspace / Google Sheets (Advanced data manipulation)
- Marketing Tech: Attribution tracking tools, lifecycle automation platforms, and customer journey mapping software.
- Data Integration: Experience linking backend automation tools and process management systems.
Initial Implementation Incentive: A milestone-based bonus tied directly to the successful architecture, build-out, and launch of the full CRM and lifecycle marketing engine.
Ongoing Performance Bonuses: Quarterly or annual bonuses tied to measurable KPIs, including database reactivation success, pipeline contribution, campaign attribution accuracy, and ROI.
- The Mindset: You think like a hybrid of a data-driven marketer and an IT systems operator.
- The Experience: Proven track record of building and implementing CRM pipelines and lifecycle automation departments from scratch for small-to-medium-sized businesses.
- The Skillset: Mastery of customer journey mapping, advanced segmentation, and database optimization.
- Industry Background: Deep preference for candidates with experience in Merchant Cash Advance (MCA), alternative business funding, commercial lending, or high-velocity B2B sales environments.